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0%held throughout
1–25 of 29, sorted by portfolio weight, high to low
| SHOPSHOPIFY INC - CLASS AInformation Technology | 8.0%+3.9% | Increased0.2% | 1,673,742 | $949.20 | $1.59B |
| PYPLPAYPAL HOLDINGS INCFinancials | 6.5%+3.5% | Increased40.1% | 7,377,343 | $174.23 | $1.29B |
| MSFTMICROSOFT CORPInformation Technology | 6.4%+0.9% | Increased5.2% | 6,234,794 | $203.51 | $1.27B |
| AMZNAMAZON.COM INCConsumer DiscretionarySupply chain (as of Q2 2026) | 6.4%-0.4% | Reduced21.5% | 457,541 | $2758.82 | $1.26B |
| METAMETA PLATFORMS INC-CLASS ACommunication Services | 6.0%+2.5% | Increased49.1% | 5,266,975 | $227.07 | $1.20B |
| BKNGNEWBOOKING HOLDINGS INCIndustrials | 4.8%+4.8% | New | 596,133 | $1592.34 | $949.2M |
| HUMHUMANA INCHealth Care | 4.7%+0.7% | Increased12.0% | 2,424,024 | $387.75 | $939.9M |
| UNHUNITEDHEALTH GROUP INCHealth Care | 4.5%-2.3% | Reduced34.5% | 3,024,039 | $294.95 | $891.9M |
| GPNGLOBAL PAYMENTS INCFinancials | 4.1%-0.1% | Reduced3.3% | 4,789,516 | $169.62 | $812.4M |
| ADBEADOBE INCInformation Technology | 4.0%-1.0% | Reduced31.5% | 1,818,713 | $435.31 | $791.7M |
| TDGTRANSDIGM GROUP INCIndustrials | 3.9%+2.4% | Increased125.6% | 1,750,708 | $442.05 | $773.9M |
| NFLXNETFLIX INCCommunication Services | 3.7%-1.7% | Reduced33.4% | 1,606,202 | $455.04 | $730.9M |
| NOWSERVICENOW INCInformation Technology | 3.7%+1.3% | Increased30.7% | 1,789,035 | $405.06 | $724.7M |
| MAMASTERCARD INC - AFinancials | 3.3% | Reduced4.6% | 2,204,271 | $295.70 | $651.8M |
| COFNEWCAPITAL ONE FINANCIAL CORPFinancials | 3.3%+3.3% | New | 10,278,292 | $62.59 | $643.3M |
| DDOGNEWDATADOG INC - CLASS AInformation Technology | 3.0%+3.0% | New | 6,832,849 | $86.95 | $594.1M |
| COUPEURCOUPA SOFTWARE INCUnclassified | 3.0%+1.2% | Unchanged | 2,124,340 | $277.04 | $588.5M |
| CRMNEWSALESFORCE INCInformation Technology | 2.9%+2.9% | New | 3,045,252 | $187.33 | $570.5M |
| ADSKAUTODESK INCInformation Technology | 2.5%-1.2% | Reduced48.0% | 2,091,892 | $239.19 | $500.4M |
| MTCHEURMATCH GROUP INCUnclassified | 2.5%-0.2% | Reduced32.5% | 4,623,794 | $107.05 | $495.0M |
| VVISA INC-CLASS A SHARESFinancials | 2.4%-0.8% | Reduced27.6% | 2,411,124 | $193.17 | $465.8M |
| DAYDAYFORCE INCUnclassified | 2.3%+1.3% | Increased77.5% | 5,758,477 | $79.27 | $456.5M |
| ZMNEWZOOM COMMUNICATIONS INCCommunication Services | 2.2%+2.2% | New | 1,687,453 | $253.54 | $427.8M |
| LBEURL BRANDS INCUnclassified | 2.0%+0.2% | Unchanged | 26,265,094 | $14.97 | $393.2M |
| Ticker unavailableBARCLAYS BK PLCUnclassified | 1.6%-0.8% | Increased5.6% | 9,500,000 | $33.95 | $322.5M |